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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,629 | $97,761+146.1% | $83,850+187.0% | $135,382+77.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.22% | 1287.44%-1292.7pp | 850.92%-856.1pp | 519.77%-525.0pp |
| Employer contribution / active EE | $2,604 | $4,222-38.3% | $3,631-28.3% | $4,779-45.5% |
| Participant deferral / active EE | $3,936 | $4,682-15.9% | $4,082-3.6% | $5,609-29.8% |
| Admin fee / account holder | $7,399 | $6,674+10.9% | $5,478+35.1% | $10,829-31.7% |